See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,333 | $105,181+58.1% | $159,436+4.3% | $85,850+93.7% |
| Participation rate | 87.3% | 75.8%+11.5pp | 82.8%+4.5pp | 69.3%+18.0pp |
| Annual return | 14.21% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,534 | $3,318-23.6% | $4,829-47.5% | $2,565-1.2% |
| Participant deferral / active EE | $7,537 | $5,945+26.8% | $7,352+2.5% | $3,952+90.7% |
| Admin fee / account holder | $3,172 | $6,933-54.3% | $10,799-70.6% | $6,260-49.3% |